ID-Boise Insurance Retirement Specialist

Company Overview Join our dynamic team at Legacy, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment.

A Day In the Life As an Insurance Retirement Specialist at Legacy, you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include

• Meeting with Clients Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
• Needs Analysis Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
• Providing and Explaining Solutions Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support.
• Rigorous Follow-Up Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
• Industry Awareness Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
• Following a Proven Playbook Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.
  
  
  

Hear From Our Agent Scott Parks

What you bring

• Proven experience in financial services, particularly in retirement planning or insurance sales.
• Strong interpersonal skills with the ability to build rapport and trust with clients.
• Excellent communication and presentation skills.
• Detail-oriented with a focus on delivering exceptional client service.
• Relevant certifications (e.g., CFP, RICP) are preferred but not required.
  
  
  

What we offer

• Unlimited Comp structure with reviews as frequently as twice a year.
• Generous commission structure based on performance and sales achievements.
• Access to over 220 top-rated carriers to retain and grow your business.
• Product training and materials directly from the carriers, in addition to the boots-on-the-ground team.
• Ownership of your client list overwrites, and downline overwrites.
• National endorsement from the American Legion, the Elks, and the AM Vets Association.
  
  
  

Why Join Us At Legacy, we offer more than a job - we provide a platform for career growth and personal development, a direct path toward owning your career.. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success.

USD $50,999.00 - USD $69,999.00 /Yr.